Allworth Financial’s Crestwood Equity Partners LP CEQP Stock Holding History

Allworth Financial’s Portfolio CEQP Stock Details CEQP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-741	Closed	-$21.7K	–	3682
2023 Q3	$21.7K	Hold	741	–	–	﹤0.01%	1466
2023 Q2	$19.6K	Hold	741	–	–	﹤0.01%	1554
2023 Q1	$18.5K	Hold	741	–	–	﹤0.01%	1499
2022 Q4	$19.4K	Hold	741	–	–	﹤0.01%	1376
2022 Q3	$21K	Hold	741	–	–	﹤0.01%	1283
2022 Q2	$18K	Buy	741 +305	+70%	+$8.77K	﹤0.01%	1293
2022 Q1	$13K	Buy	+436	New	+$12.8K	﹤0.01%	1423
2015 Q4	–	Sell	-180	Closed	–	–	672
2015 Q3	$0	Buy	+180	New	+$5.88K	﹤0.01%	651

Other funds holding CEQP

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Allworth Financial's CEQP Position: Q4 2023 in Review

Allworth Financial sold out of Crestwood Equity Partners LP (CEQP) in Q4 2023, closing a stake of 741 shares — an estimated $21.7K sold.

Allworth Financial first reported a position in CEQP in Q3 2015 and held it in 8 quarters. The position peaked at $21.7K in Q3 2023. 2 funds tracked by Wall St. Rank hold CEQP as of Q4 2023.

Allworth Financial reported no remaining Crestwood Equity Partners LP position as of Q4 2023 after selling out during the quarter.
Allworth Financial sold 741 Crestwood Equity Partners LP shares in Q4 2023, an estimated $21.7K.
Allworth Financial first reported a position in Crestwood Equity Partners LP in Q3 2015 and held it in 8 quarters.
Allworth Financial's Crestwood Equity Partners LP position peaked at $21.7K in Q3 2023.
2 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q4 2023.

Based on Allworth Financial's 13F filing for Q4 2023, filed 24 Jan 2024.